Firm
Needham Advisory
North Andover, Massachusetts
Fee-only
Needham Advisory at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 5 employees and 143 individual clients, 32 of them high net worth.
- Its average account is about $420,000 (assets it manages divided by its 244 accounts).
- Its hourly rate of $250 is below the Massachusetts median of $300.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | North Andover, Massachusetts |
|---|---|
| Website | needhamadvisory.com |
| Phone | (978) 681-8821 |
Needham Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 111 |
| High-net-worth clients | 32 |
| Accounts managed | 244 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132495) |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 105378 |